SRVEX Mutual Fund

SRVEX Mutual Fund

NAV$26.29
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Returns Overview

1 Month
-1.01%
3 Months
-1.12%
6 Months
+2.61%
YTD
+8.96%
1 Year
+11.71%
3 Years (annualized)
+27.25%
5 Years (annualized)
+14.55%
10 Years (annualized)
+15.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRVEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+9.28%
vs Peers
-0.32%

SRVEX Mutual Fund Performance

SRVEX performance across multiple time periods: 1-month -1.01%, YTD 8.96%, 1-year 11.71%, 3-year 27.25%, 5-year 14.55%, 10-year 15.56%.

SRVEX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

SRVEX vs another fund shows side-by-side returns. SRVEX alternatives are available in the Mutual Fund Screener.